Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
All managed accounts are subject to a 0.05% fee for broker-dealer oversight.
Fee Estimator
Claremont Financial Group charges hourly rates for financial planning services: Gaetano Scalzo - $250/hour, Senior Associate - $100/hour, Paraplanner - $75/hour, Clerical - $30/hour. Investment management fees are based on assets under management, billed quarterly in advance. For Orion clients, there are additional administrative, strategist, and custodian fees. Envestnet fees are in addition to CFG's fee, with a combined fee not exceeding 2%.
Areas of Practice
Advisor Information
Office location
250 W. First Street #216, Claremont, CA, 91711
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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